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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-02 |
| IL | RA | APPROVED | 2014-06-09 |
Branch Locations
801 N Perryville Suite 4, Rockford, IL 61107 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Rockford | IL | 02/2014 | Present |
| Smg Management | Rockford | IL | 09/2010 | Present |
1) SMG Management | Investment Related:No|North Main Street|Rockford|IL|61101|USA|Entertainment Venues/Theaters|Assistant Event Manager / Usher|9/1/2010|20-40|0|I am an usher at shows and events. I am also a mascot for the local professional ice hockey team that plays there games at the venue., 2) Chicago Blackhawks | Investment Related:No|1901 West Madison Street|Chicago|IL|60612|USA|Sports/Physical Recreation|Mascot for Rockford IceHogs|9/28/2021|Varies|0|Making community appearances. Entertaining fans at games. , 3) Knights of Columbus St. Rita Council | Investment Related:No|6254 Valley Knoll Drive|Rockford|IL|61109|USA|Nonprofit Charitable Organizations|Trustee 1 year|7/20/2023|Less than 20|0|I am a trustee of the council. In this capacity I attend board meetings to help the direction the council would like to take in recruiting new members, work with other groups at ST Rita Church, help in areas suggested by the Pastor, help decide on events for members and parishioners such as pancake breakfasts, and fish fry, golf outing etc. I have one vote out of approx. 12 board members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-04 |
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